Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-3,660
Closed -$238K 212
2020
Q1
$238K Sell
3,660
-461
-11% -$30K 0.13% 162
2019
Q4
$325K Hold
4,121
0.15% 144
2019
Q3
$328K Hold
4,121
0.17% 124
2019
Q2
$345K Hold
4,121
0.18% 132
2019
Q1
$326K Buy
+4,121
New +$326K 0.18% 138